Guidance on Socially Responsible Investing/ ESG
Socially Responsible Investing is often a key component of institution's investment plan. Sustainable investing has gained in popularity as investors and institutions seek to align their investments with their values. One way to participate in this is to use an investment approach that focuses on environmental, social, and governance criteria, known as “ESG.”
Sustainable or social impact, investing, focuses on companies that demonstrate adherence to environmental, social and corporate governance E.S.G. principles, among other values. There is no assurance that social impact investing can be an effective strategy under all market conditions, or that a strategies holdings what exhibit positive or favorable E.S.G. characteristics. Different investment styles tend to shift in and out a favor. In addition, an investment social policy could cause it to forgo opportunities to gain exposure to certain industries, companies, sectors, or regions of the economy, which could cause it to under perform similar portfolios that do not have a social policy.
NEW: Start by taking our "Values-based Investor Questionnaire